PKS Advisory Services’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

PKS Advisory Services’s Portfolio AFMC Stock Details AFMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	37,269 -313	-0.8%	-$12.2K	0.24%	84
2026 Q1	$1.33M	Buy	37,582 +1,359	+4%	+$49.4K	0.31%	65
2025 Q4	$1.25M	Sell	36,223 -459	-1%	-$15.6K	0.28%	69
2025 Q3	$1.26M	Buy	36,682 +345	+0.9%	+$11.4K	0.26%	66
2025 Q2	$1.17M	Buy	36,337 +2,047	+6%	+$62.6K	0.29%	67
2025 Q1	$1.04M	Buy	+34,290	New	+$1.09M	0.29%	68

Other funds holding AFMC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PKS Advisory Services's AFMC Position: Q2 2026 in Review

PKS Advisory Services reduced its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.83% in Q2 2026, selling an estimated $12.2K and leaving 37,269 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #84.

PKS Advisory Services first reported a position in AFMC in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

PKS Advisory Services held 37,269 shares of First Trust Active Factor Mid Cap ETF worth $1.53M as of Q2 2026.
PKS Advisory Services sold 313 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $12.2K.
First Trust Active Factor Mid Cap ETF made up 0.24% of PKS Advisory Services's portfolio in Q2 2026, its #84 holding.
PKS Advisory Services first reported a position in First Trust Active Factor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.